Conf call redux: AP Møller-Maersk's recipe for success? It's Gemini, stupid!
Some pain and some gains, it’s all written in the stars
“I watched their investors’ day; I’ve listened to most earnings calls since Covid and these guys are without doubt the stand-out asset-heavy player listed on the NYSE in the transport & logistics sector.”
Words of praise indeed from none other than Premium head Alessandro Pasetti, and last week’s 3Q earnings call was another consummate lesson from Ryder System (R) in how to steady a listing ship and sail it through a storm.
It met expectations on all the right metrics – revenues ...
Transpacific sees first major MSC blanks as rates fall and volumes falter
Volcanic disruption at Anchorage could hit transpacific airfreight operations
Shippers snap up airfreight capacity to US ahead of tariff deadline
White House confirms automotive tariffs – 'a disaster for the industry'
New price hikes may slow ocean spot rate slide – but for how long?
Supply chain delays expected after earthquake hits Myanmar
Tighter EU import requirements proving 'a challenge' for forwarders
Looming Trump tariffs will create 'a bureaucratic monster' for Customs
Comment on this article